Alysha SANCHEZ
Orlando,FL
Summary
Dedicated worker focused on customer satisfaction and providing high-quality service.
Determined to exceed expectations and take on responsibilities.
Overview
7
7
years of professional experience
Work History
Relationship Banker II
Regions Bank
Orlando, FL
- Current
- Platform work which includes conducting phone calls daily to clients for follow-ups or appointment setting (inbound and outbound)
- Responsible for meeting with clients and prospects to determine financial needs.
- Educate clients on products and/or mobile banking app.
- Provide excellent and personable customer service.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Provided customers with financial advice and assistance in setting up accounts, loans, and investments.
- Educated clients about various banking products available at the institution.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Conducted regular follow-ups with clients to maintain relationships and update financial plans as needed.
- Successfully met my quarterly targets.
Associate Banker I
Chase Bank (JPMorgan Chase)
Smyrna, TN
08.2022 - 05.2023
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Conducted account openings and closings for clients.
- Identified potential fraud risks on accounts and reported suspicious activities to management.
- Reviewed existing accounts for accuracy of information and compliance with regulations.
- Provided customer service to clients, including answering questions and resolving issues.
- Processed loan applications according to established guidelines.
- Cross-sold banking products such as credit cards, loans and investments.
- Advised customers on various financial products available from the bank.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Described promotional offers and used persuasive sales techniques to upsell services and convince clients to apply for additional banking services.
- Reached quarterly target branch goals.
Client Service Representative
Bank of America
Nashville, TN
10.2017 - 11.2020
- Comfortable with cash handling and processing transactions.
- Attain sales, referral, and service goals to provide quality referrals for different departments of the company.
- Lobby manager.
- Quality in organizing documents.
- Comfortable with technology and typing.
- Developed strong relationships with customers through friendly interactions and problem-solving abilities.
- Provided customer service support to clients in a timely and efficient manner.
- Provided guidance on account opening processes to customers, which include checking and savings accounts.
Customer Service Call Center
LaSelle Network
Nashville, TN
- Comfortable with answering phone calls (script or non-scripted).
- Scheduled appointments for clients, customers, and other visitors.
- Provided excellent customer service at all times while interacting with both internal and external customers.
- Identified customer needs and referred them to appropriate departments or resources for further assistance.
- Followed up with customers after their calls had been completed in order to ensure satisfaction levels remained high.
Education
Motlow State Community College
Smyrna, TNLa Vergne High School
La Vergne, TNSkills
- Provide excellent customer service
- Adaptability
- Professionalism
- Dependability
- Verbal skills
- Comfortable reading, speaking, and writing in both English and Spanish
Languages
Spanish
Timeline
Associate Banker I
Chase Bank (JPMorgan Chase)
08.2022 - 05.2023
Client Service Representative
Bank of America
10.2017 - 11.2020
Relationship Banker II
Regions Bank
- Current
Customer Service Call Center
LaSelle Network
Motlow State Community College
La Vergne High School
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